Personal Risk Advisor
Role Overview
This mid-level Personal Risk Advisor role involves conducting personal risk assessments, designing customized insurance portfolios, and building long-term client relationships through consultative sales. Day-to-day responsibilities include generating leads, presenting proposals, and collaborating with an account management team to ensure client success and retention. The hire will impact clients by providing tailored insurance solutions and proactive guidance for major life events.
Perks & Benefits
The role offers remote work with likely flexibility in hours, though some coordination with team meetings may be expected. Benefits include uncapped commissions, incentive trips, sales competitions, and a full package with medical, dental, vision, 401(k) matching, and wellness programs. Career growth is supported through mentorship, training, and a people-first culture focused on empathy and service.
Full Job Description
Are you passionate about helping people protect what matters most? Do you thrive in a consultative sales environment and want to make a meaningful difference in clients’ lives? If so, the Personal Risk Advisor role may be the perfect fit.
Our Personal Risk Advisors serve as a trusted insurance expert for individuals and families—offering tailored personal insurance solutions and proactive guidance. You’ll develop long-term client relationships, assess personal risks, and recommend strategies that provide clarity, confidence, and peace of mind. Supported by a dedicated account management team, your focus will remain on sales, education, and client success.
We believe in lightening the load and lifting the spirit—for our clients, our community, and our team.
Big Compensation
We make a significant investment into each of our risk advisors by offering:
Uncapped Commission on new and renewing accounts
Performance-Based Incentive Trips (e.g., 2024 Ireland, 2025 Danube River Cruise)
Competitive Subsidies aligned with your experience and success
Rewarded Sales Competitions
Expert Support Staff and mentorship programs
Personal Risk Consultation
Conduct comprehensive personal risk assessments with new and existing clients.
Uncover exposures in home, auto, umbrella, valuable items, rental properties, and recreational vehicles.
Design customized insurance portfolios tailored to each client’s needs and lifestyle.
Client Relationship Development
Build and maintain long-term, trust-based relationships with individuals and families.
Serve as a resource before, during, and after major life events (new home, new driver, marriage, etc.).
Conduct proactive annual reviews to ensure appropriate coverage and retention.
New Business Production
Generate leads and referrals through networking, community involvement, and client relationships.
Present insurance proposals, close new business, and follow through on new client onboarding.
Meet or exceed production goals for new business written, cross-sales, and account rounding.
Team Collaboration
Partner with account managers who handle servicing, endorsements, billing questions, and policy changes.
Coordinate with team leaders and carrier reps for market access, quoting, and underwriting support.
Participate in ongoing training, sales meetings, and mentorship programs.
Qualifications
Outside B2C or B2B sales experience preferred but not required
Experience in personal lines insurance preferred but not required
Active Property & Casualty license (or ability to obtain within 90 days)
Strong interpersonal skills, emotional intelligence, and the ability to build trust quickly
Consultative, solution-based sales approach
Proficient in technology tools such as Microsoft Teams, Salesforce, or equivalent CRM systems
Ability to manage time independently and maintain an organized pipeline
Compensation and Benefits
We invest in our producers’ growth and success through a competitive compensation structure:
Commission & Incentives
Uncapped commissions on new and renewing accounts
Incentive trips and recognition programs
Sales competitions with rewards and agency-wide visibility
Full Benefits Package
Medical, Dental, and Vision Insurance
HSA and FSA with employer contributions
401(k) with employer matching
Company-paid life and short-term disability
Optional long-term disability and supplemental life insurance
Wellness program and employee assistance resources
About Pyron Group
Pyron Group is more than an insurance agency—we’re a people-first organization committed to fostering ease, clarity, and connection in everything we do. We help our clients navigate life with confidence, and we support our teammates in building meaningful, sustainable careers. Our culture is rooted in empathy, simplicity, and joyful service—and we show up consistently for each other and our community.
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